Fee-OnlyFinder

93 Financial Group, LLC

Financial planning in Woburn, MA

SEC registeredNo commissions reported

Call (781) 938-6361Send a messageMap ↗

Public-record details

Address
600 Unicorn Park Drive, Woburn, MA 01801
Phone
(781) 938-6361
Listed under
Financial planning, % of assets managed
CRD number
144235
Registration
SEC registered since 2013-05-31
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$899.7 million
Accounts managed
2,466
Clients reported (Form ADV 5.D)
1,175
Individual / high-net-worth clients
873 / 302
Employees
8
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-23

SEC registered investment adviser, CRD 144235, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Woburn

Alta Wealth Advisors LLC300 Tradecenter, Suite 5700 · Woburn, MA 01801 · (781) 404-6909 · Financial planningCRD 293675 · % of assets, Hourly charges, Fixed fees · $664.6 million AUMSEC registeredNo commissions reportedAuour Investments LLC400 Tradecenter, Suite 3990 · Woburn, MA 01801 · (978) 338-4830 · Financial planningCRD 173392 · % of assets · $378.0 million AUMSEC registeredNo commissions reportedFlagship Private Wealth400 Trade Center - Suite 4990 · Woburn, MA 01801 · (781) 756-0090 · Financial planningCRD 175277 · % of assets, Fixed fees · $447.2 million AUMSEC registeredNo commissions reportedHarbor Point Capital Management, LLC400 Trade Center, Ste 5900 · Woburn, MA 01801 · (774) 893-3351 · Financial planningCRD 153753 · % of assets · $15.6 million AUMState registeredNo commissions reportedHeritage Wealth Management100 Trade Center Drive, Suite G-700 · Woburn, MA 01801 · (800) 620-9330 · Hourly feesCRD 159158 · % of assets, Hourly charges, Fixed fees · $153.2 million AUMSEC registeredNo commissions reportedIntegrity Financial Advisors, LLC400 Tradecenter, Suite 3990 · Woburn, MA 01801 · (978) 338-4830 · Financial planningCRD 313369 · % of assets, Other · $134.9 million AUMSEC registeredNo commissions reportedSagamore Wealth Management, LLC400 Trade Center, Suite 5900 · Woburn, MA 01801 · (781) 569-5909 · Financial planningCRD 156447 · % of assets, Hourly charges · $23.5 million AUMState registeredNo commissions reportedSingle Track Financial, INC.400 Tradecenter, Suite 5900 · Woburn, MA 01801 · (781) 939-6830 · Hourly feesCRD 127318 · % of assets, Hourly charges · $34.0 million AUMState registeredNo commissions reported

All 9 in Woburn →